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Independent Solutions Wealth Management’s Ford F Stock Holding History

Independent Solutions Wealth Management’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$491K Sell
35,307
-1,982
-5% -$26.7K 0.06% 142
2026
Q1 		$430K Sell
37,289
-1,477
-4% -$19.5K 0.06% 145
2025
Q4 		$509K Sell
38,766
-1,585
-4% -$20.4K 0.09% 122
2025
Q3 		$483K Buy
40,351
+45
+0.1% +$519 0.09% 125
2025
Q2 		$437K Sell
40,306
-3,446
-8% -$35.1K 0.09% 131
2025
Q1 		$439K Sell
43,752
-12,847
-23% -$125K 0.1% 127
2024
Q4 		$560K Sell
56,599
-454
-0.8% -$4.84K 0.12% 120
2024
Q3 		$602K Sell
57,053
-11,738
-17% -$134K 0.14% 109
2024
Q2 		$863K Sell
68,791
-5,173
-7% -$64K 0.2% 106
2024
Q1 		$982K Sell
73,964
-3,813
-5% -$46.2K 0.23% 98
2023
Q4 		$948K Sell
77,777
-2,456
-3% -$27.3K 0.24% 96
2023
Q3 		$996K Sell
80,233
-5,266
-6% -$68.4K 0.26% 90
2023
Q2 		$1.29M Sell
85,499
-2,814
-3% -$35.6K 0.33% 70
2023
Q1 		$1.11M Sell
88,313
-379
-0.4% -$4.75K 0.33% 75
2022
Q4 		$1.03M Buy
88,692
+733
+0.8% +$9.42K 0.31% 80
2022
Q3 		$985K Sell
87,959
-288
-0.3% -$4.03K 0.32% 74
2022
Q2 		$982K Buy
88,247
+654
+0.7% +$8.96K 0.31% 75
2022
Q1 		$1.48M Sell
87,593
-6,064
-6% -$115K 0.35% 68
2021
Q4 		$1.95M Buy
93,657
+4,951
+6% +$91.1K 0.46% 56
2021
Q3 		$1.26M Buy
88,706
+3,233
+4% +$44K 0.31% 79
2021
Q2 		$1.27M Buy
85,473
+1,970
+2% +$26.2K 0.31% 80
2021
Q1 		$1.02M Buy
83,503
+13,636
+20% +$156K 0.28% 81
2020
Q4 		$614K Buy
69,867
+11,076
+19% +$92.7K 0.19% 95
2020
Q3 		$392K Sell
58,791
-11,555
-16% -$78.2K 0.15% 111
2020
Q2 		$428K Buy
70,346
+19,782
+39% +$110K 0.18% 99
2020
Q1 		$244K Buy
50,564
+3,629
+8% +$27.2K 0.14% 109
2019
Q4 		$436K Buy
+46,935
New +$422K 0.19% 99

Other funds holding F

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Solutions Wealth Management's F Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Ford (F) stake by 5.3% in Q2 2026, selling an estimated $26.7K and leaving 35,307 shares worth $491K. The position accounts for 0.06% of the portfolio, ranked #142.

Independent Solutions Wealth Management first reported a position in F in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.95M in Q4 2021. 1,731 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • Independent Solutions Wealth Management held 35,307 shares of Ford worth $491K as of Q2 2026.
  • Independent Solutions Wealth Management sold 1,982 Ford shares in Q2 2026, an estimated $26.7K.
  • Ford made up 0.06% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Independent Solutions Wealth Management first reported a position in Ford in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's Ford position peaked at $1.95M in Q4 2021.
  • 1,731 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.